Track OKR status and progress

Overview

OKRs can be updated automatically or manually.

As your teams work toward their Objectives, you can track their progress in multiple ways. Then, depending on the OKR's health, you can decide to update its status or close it.

OKR progress

The process for updating Strategic themes, Objectives, and Key Results is as follows.

• Strategic theme progress is determined by the progress of all its direct sub-items (sub-strategic themes, Objectives, and Key Results) and their respective weights.

  • If the Strategic theme is in the automatic progress mode, its progress is automatically updated as the sub-items' progress changes.

  • If the Strategic theme is in the manual progress mode, its progress is updated manually by the user.

• The top-level Objective progress is determined by the progress of all its direct sub-items (sub-objectives) and their respective weights.

  • If the Objective is in the automatic progress mode, its progress is automatically updated as the sub-items' progress changes.

  • If the Objective is in the manual progress mode, its progress is updated manually by the user.

• The progress of the Key Result is determined by the progress of all its linked work items:

  • If the Key Result is in the automatic progress mode, its progress is automatically updated as its linked work items are moved to the Done status. If the KR is linked to a box, its progress is updated when the tasks within the box are moved to the Done status.

  • If the Key Result is in the manual progress mode, its progress is updated manually by the user.

OKR statuses

OKR update statuses

The OKR status reflects an OKR's success at a given moment. There are four statuses you can assign when you update the OKR status:

Open

• Not started

• On track

• At risk

• Off track

Statuses cannot be customized and must be updated manually—even if your OKR reaches negative progress or a successful 100%, its status will not be updated automatically.

OKR closure statuses

When you close an OKR, you can assign it a status to better reflect the reason for its closure. There are five closure statuses:

• Success

• Incomplete

• Failed

• Rescheduled

• Cancelled

Open

Track OKR status

The progress and status of your OKRs can be tracked only in the OKR module on the:

• OKR Overview page (Progress column)

• OKR Hierarchy page

• Progress Dashboard page

You can also visualize the OKRs in the Gantt module’s column view using the Objective and Key Results columns. In addition, you can:

• Track individual work items that contribute to the completion of the associated KR.

• View and track all the tasks under specific KRs or all the tasks and KRs that belong to a given Objective.

• Display all OKRs and their associated tasks as a group on the Gantt timeline.

• Track work items assigned to KRs with a specific OKR type (OKR Type column).